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INVESSENT, LLC

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Company Details

Name: INVESSENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 07 May 2020 (5 years ago)
Entity Number: 5747778
ZIP code: 14614
County: Monroe
Place of Formation: New York
Address: 1 S. WASHINGTON STREET, SUITE 130, ROCHESTER, NY, United States, 14614

DOS Process Agent

Name Role Address
INVESSENT, LLC DOS Process Agent 1 S. WASHINGTON STREET, SUITE 130, ROCHESTER, NY, United States, 14614

U.S. Small Business Administration Profile

Phone Number:
E-mail Address:
Contact Person:
JARRETT FELTON
Ownership and Self-Certifications:
Black American, Other Minority Owned, Self-Certified Small Disadvantaged Business
User ID:
P2894920

Unique Entity ID

Unique Entity ID:
WY2LRWF27TT3
CAGE Code:
9CCE1
UEI Expiration Date:
2025-08-13

Business Information

Activation Date:
2024-08-15
Initial Registration Date:
2022-08-04

Commercial and government entity program

CAGE number:
9CCE1
Status:
Active
Type:
Non-Manufacturer
CAGE Update Date:
2024-08-15
CAGE Expiration:
2029-08-15
SAM Expiration:
2025-08-13

Contact Information

POC:
JARRETT K. FELTON

History

Start date End date Type Value
2024-03-27 2025-06-23 Address 1 S. WASHINGTON STREET, SUITE 130, ROCHESTER, NY, 14614, USA (Type of address: Service of Process)
2020-05-07 2024-03-27 Address 1 S. WASHINGTON STREET, SUITE 130, ROCHESTER, NY, 14614, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250623003466 2025-06-20 CERTIFICATE OF AMENDMENT 2025-06-20
240327003353 2024-03-27 BIENNIAL STATEMENT 2024-03-27
200709000385 2020-07-09 CERTIFICATE OF PUBLICATION 2020-07-09
200507010161 2020-05-07 ARTICLES OF ORGANIZATION 2020-05-07

Trademarks Section

Serial Number:
90845172
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2021-07-23
Mark Drawing Type:
Illustration: Drawing or design without any word(s)/letter(s)/number(s)

Goods And Services

For:
Educational services, namely, providing classes, seminars and workshops, and the corresponding course materials used therein, in the fields of wealth and financial education; arranging of seminars in the field of financial management; financial education services, namely, providing classes, instruct...
International Classes:
041 - Primary Class
Class Status:
Active
For:
Financial consultation relating to financial investment, wealth evaluation, wealth creation, wealth building and wealth management strategies; providing information and advice in the fields of aligning financial goals with life goals; providing a website featuring information in the fields of wealth...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
90832853
Mark:
INVESSENT
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2021-07-16
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
INVESSENT

Goods And Services

For:
Educational services, namely, providing classes, seminars and workshops, and the corresponding course materials used therein, in the fields of wealth and financial education; arranging of seminars in the field of financial management; financial education services, namely, providing classes, instruct...
International Classes:
041 - Primary Class
Class Status:
Active
For:
Financial consultation relating to financial investment, wealth evaluation, wealth creation, wealth building and wealth management strategies; providing information and advice in the fields of aligning financial goals with life goals; providing a website featuring information in the fields of wealth...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
97590581
Mark:
WEALTH REVEALED
Status:
A fourth request for extension of time to file a Statement of Use has been granted.
Mark Type:
Trademark, Service Mark
Application Filing Date:
2022-09-14
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
WEALTH REVEALED

Goods And Services

For:
Audio and video recordings featuring instruction and information in the field of economics, financial literacy, financial education, and personal and household finance; Downloadable educational media, namely, audio files, video recordings, and multimedia files featuring instruction and information i...
International Classes:
009 - Primary Class
Class Status:
ACTIVE
For:
Publications and printed matter, namely, books, newsletters, magazines, educational materials, bulletins, pamphlets, booklets, posters, leaflets, guides, and charts, in the field of economics, financial literacy, financial education, and personal and household finance
International Classes:
016 - Primary Class
Class Status:
ACTIVE
For:
Educational services in the nature of providing and conducting financial education classes, seminars, symposiums, colloquiums, workshops, and personal coaching in the field of economics, financial literacy, and personal and household finance; Educational services, namely, providing online instructio...
International Classes:
041 - Primary Class
Class Status:
ACTIVE
Serial Number:
97432880
Mark:
WEALTH REVEALED
Status:
A fourth request for extension of time to file a Statement of Use has been granted.
Mark Type:
Trademark, Service Mark
Application Filing Date:
2022-05-27
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
WEALTH REVEALED

Goods And Services

For:
Audio and video recordings featuring instruction and information in the field of economics, financial literacy, financial education, and personal and household finance; Downloadable educational media, namely, audio files, video recordings, and multimedia files featuring instruction and information i...
International Classes:
009 - Primary Class
Class Status:
ACTIVE
For:
Publications and printed matter, namely, books, newsletters, magazines, educational materials, bulletins, pamphlets, booklets, posters, leaflets, guides, and charts, in the field of economics, financial literacy, financial education, and personal and household finance
International Classes:
016 - Primary Class
Class Status:
ACTIVE
For:
Educational services in the nature of providing and conducting financial education classes, seminars, symposiums, colloquiums, workshops, and personal coaching in the field of economics, financial literacy, and personal and household finance; Educational services, namely, providing online instructio...
International Classes:
041 - Primary Class
Class Status:
ACTIVE

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Date of last update: 22 Mar 2025

Sources: New York Secretary of State